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Elevance Health, Inc.

ELV
Exchange
NYSE
Industry
Hospital & Medical Service Plans
SEC CIK
0001156039

In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.

13F holders, Q1 2021

Institutional positions in Elevance Health, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,215
No complete 13F data for Q4 2020
Shares held
220.3M
No complete 13F data for Q4 2020
Total value
$78.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,215 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2021: $78.2B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ELV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC1$00.00%––
Financial Perspectives, Inc5,743$160.00%––
Credential Qtrade Securities Inc.2$7170.00%––
Gradient Investments LLC4$1.00K0.00%––
FormulaFolio Investments, LLC–$1.00K0.00%––
Avion Wealth3$1.00K0.00%––
Standard Family Office LLC4$1.00K0.00%––
Bellwether Advisors, LLC4$1.00K0.00%––
TFC Financial Management2$1.00K0.00%––
JNBA Financial Advisors5$2.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$2.00K0.00%––
MV Capital Management, Inc.6$2.00K0.00%––
Thomas White International Ltd8$3.00K0.00%––
BDO Wealth Advisors, LLC8$3.00K0.00%––
Cypress Capital, LLC8$3.00K0.00%––
Grandview Asset Management LLC7$3.00K0.00%––
Carolina Wealth Advisors, LLC9$3.00K0.00%––
Rockbridge Investment Management, LCC9$3.00K0.00%––
Aspire Private Capital, LLC12$4.00K0.00%––
Heritage Wealth Management, LLC10$4.00K0.00%––
McCarthy Asset Management, Inc.10$4.00K0.00%––
Prentice Wealth Management LLC12$4.00K0.00%––
American Research & Management Co.15$5.00K0.00%––
NVWM, LLC13$5.00K0.00%––
Globeflex Capital L P18$6.00K0.00%––
Mark Sheptoff Financial Planning, LLC16$6.00K0.00%––
Crescent Capital Consulting, LLC19$7.00K0.00%––
McIlrath & Eck, LLC20$7.00K0.00%––
MPS Loria Financial Planners, LLC21$7.00K0.00%––
HHM Wealth Advisors, LLC20$7.00K0.00%––
JFS Wealth Advisors, LLC23$8.00K0.00%––
Savior LLC23$8.00K0.01%––
Capital Advisory Group Advisory Services, LLC23$8.00K0.00%––
Old North State Trust, LLC25$9.00K0.01%––
Raffa Wealth Management, LLC26$9.33K0.00%––
Glen Eagle Advisors, LLC27$9.69K0.00%––
CSat Investment Advisory, L.P.27$10.0K0.01%––
NewSquare Capital LLC28$10.0K0.00%––
Tortoise Investment Management, LLC28$10.0K0.00%––
Accel Wealth Management29$10.0K0.01%––
Crewe Advisors LLC34$12.0K0.00%––
Systematic Financial Management LP36$13.0K0.00%––
Bogart Wealth, LLC36$13.0K0.00%––
Newbridge Financial Services Group, Inc.36$13.0K0.01%––
Howe & Rusling Inc40$14.0K0.00%––
Northwest Investment Counselors, LLC39$14.0K0.00%––
USA Financial Portformulas Corp38$14.0K0.01%––
Filbrandt Wealth Management, LLC40$14.0K0.01%––
RBA Wealth Management, LLC40$14.4K0.01%––
Global Financial Private Client, LLC41$14.5K0.01%––
JJJ Advisors Inc.45$16.0K0.01%––
WealthShield Partners, LLC44$16.0K0.00%––
Atlas Private Wealth Advisors44$16.0K0.01%––
Simon Quick Advisors, LLC48$17.0K0.01%––
Carmichael Hill & Associates, Inc.47$17.0K0.01%––
Tompkins Financial Corp50$18.0K0.00%––
Baystate Wealth Management LLC50$18.0K0.00%––
Point72 Hong Kong Ltd51$18.0K0.00%––
Cribstone Capital Management, LLC50$18.0K0.01%––
Meridian Wealth Partners, LLC49$18.0K0.01%––
Carolinas Wealth Consulting LLC51$18.0K0.00%––
BerganKDV Wealth Management, LLC52$19.0K0.00%––
Focused Wealth Management, Inc57$20.0K0.00%––
Vigilant Capital Management, LLC58$21.0K0.00%––
TD Capital Management LLC57$21.0K0.00%––
Front Row Advisors LLC61$22.0K0.01%––
Fieldpoint Private Securities, LLC64$23.0K0.01%––
Resolute Partners Group64$23.0K0.00%––
Ogorek Anthony Joseph68$24.0K0.01%––
Trust Co of Vermont67$24.0K0.00%––
Financial Management Professionals, Inc.66$24.0K0.01%––
Acima Private Wealth, LLC66$24.0K0.01%––
Laurel Wealth Advisors LLC70$25.0K0.01%––
RWM Asset Management, LLC69$25.0K0.01%––
Farmers & Merchants Investments Inc75$27.0K0.00%––
Field & Main Bank75$27.0K0.02%––
Pinnacle Bancorp, Inc.75$27.0K0.01%––
Versant Capital Management, Inc74$27.0K0.01%––
Allred Capital Management, LLC77$27.6K0.01%––
Hartford Financial Management Inc.80$29.0K0.01%––
Proffitt & Goodson Inc96$34.0K0.01%––
Jackson, Grant Investment Advisers, Inc.95$34.0K0.02%––
Prestige Wealth Management Group LLC98$35.0K0.01%––
First Financial Corp99$36.0K0.02%––
Arcadia Investment Management Corp100$36.0K0.01%––
Sonora Investment Management, LLC100$36.0K0.00%––
Burleson & Company, LLC104$37.0K0.01%––
Evolution Wealth Advisors, LLC104$37.0K0.01%––
Ancora Advisors, LLC107$38.0K0.00%––
IAG Wealth Partners, LLC104$38.0K0.01%––
M&R Capital Management Inc115$41.0K0.01%––
Tarbox Family Office, Inc.114$41.0K0.01%––
MCF Advisors LLC114$41.0K0.00%––
Piscataqua Savings Bank114$41.0K0.04%––
Rock Creek Group, LP116$42.0K0.01%––
Key Financial Inc116$42.0K0.03%––
Evoke Wealth, LLC121$43.0K0.00%––
Wealthcare Capital Management LLC127$46.0K0.00%––
Solstein Capital, LLC130$47.0K0.06%––
SOA Wealth Advisors, LLC.133$47.0K0.01%––